In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? While it’s not a satisfying answer, the real answer is that “it depends.” The decision of ...

When your desired asset allocation gets out of whack, here's what to do about it Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

We're getting closer to the finish line in our series of articles concerning asset allocation. So far, we've covered how to analyze your ability, willingness and need to take risk -- and what do when ...

Tactical Allocation portfolios seek to provide capital appreciation and income by actively shifting allocations between asset classes. These portfolios have material shifts across equity regions, and ...

It’s been a tough time for allocation funds. They’ve lost market share as investors have gravitated to one-stop options such as target-date strategies, and in 2022, both U.S. stocks and ...